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Step One: Pick a winning team

   

Investment Planner

Attorney

Insurance Professional

Tax Advisor

   

Step Two: Fact finding

   

Goals

Investment Plan

Tax Plan

Objectives

Estate Plan

Retirement Plan

   

Step Three: Examine the data

   

Determine if current needs are being met

Determine if needs have been contemplated

   

Step Four: Recommendations

   

Review team suggestions

   

Step Five: Create a plan

   

Sign necessary documents

Purchase necessary insurance

Make changes as needed

   

Step Six: Annual Review

   

Keep your investment plan fresh

 

 

 

return to  >  investing

 

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